Bridgeview Capital Advisors, Inc.

Overview

Bridgeview Capital Advisors, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients and lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its advisory activities. Its fee model combines a percentage-of-AUM charge with hourly billing. The firm does not identify as an active ESG investor and is not designated a multi-state adviser.

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Location & Offices